Who We Are - Reports

• Investor Myth #3: Market Timing is Impossible
  November 16, 2009 - Market timing is not only possible, it is crucial!
  
  Throughout my career, I have heard that it is impossible to time the market. Actually market timing is not only possible, it is crucial! The old rationale behind the impossibility of market timing was often presented with two very impressive sounding notions that convince many of their validity – “Efficient Markets Theory” and “Random Walk Theory”. [Read More...]
  
  
• Investor Myth #2: Buy & Hold is a Valid Investment Strategy
  August 26, 2009 - Would you rather aim your car at your destination and drop a brick on the accelerator, or hire a professional driver?
  
  At one point, we were innocent in our views of the investment marketplace. Concepts such as “in general the market goes up 7% per year” and “when stocks go down, bonds go up” all seemed to portend smooth sailing ahead. It was during this time of pristine waters that we allocated the fruits of our labor to a portfolio structure that was supposed to be our perfect match. [Read More...]
  
  
• Investment Manager Qualification Scorecard
  August 3, 2009 - When looking for an investment firm to trust with your financial future, you want a firm with a proven, consistent investment approach and a strong track record through bull and bear markets. We recommend you dig into the details before you invest. Please use this form when comparing our qualifications with those of other firms – We are confident that we will earn your trust. [Read More...]
  
  
• Investor Myth #1: All Financial Advisors are the Same
  July 27, 2009 - In the vast universe of financial services sales people, it is difficult to determine whom to trust.
  fiduciary. What is so special about a fiduciary? [Read More...]